Derek S. McDaniel
Wealth Management Advisor
We take the time to understand our clients. Our structured approach is designed to provide clients with an exceptional and consistent experience. We are diligent in our focus on planning and rigorous in providing investment management through our comprehensive approach.
It is a privilege to serve our clients and we are sincerely grateful for the opportunity they provide to help manage their financial lives.
Derek received his M.B.A. in Finance from Kellstadt Graduate School of Business at DePaul University with distinction honors and a B.A. in marketing from Purdue University. While at Purdue, Derek was a member of the Men’s Track and Field team where he competed as a pole vaulter.
Derek is involved with non-profit organizations including the Shriners Children’s Hospital of Illinois and the Chicago Council on Global Affairs. Derek and his wife reside in the Western Suburbs of Chicago and have three children.
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